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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1526
Van Strum & Towne
California
$255K – – –
PFT
1527
Providence First Trust
Arizona
$254K – – –
WIM
1528
Westside Investment Management
California
$254K -$13.8K -88 -5%
VAG
1529
VisionPoint Advisory Group
Texas
$252K – – –
FA
1530
Fiducient Advisors
Illinois
$252K -$1.1K -7 -0.4%
SAM
1531
S.A. Mason
Michigan
$252K – – –
SHGA
1532
Sand Hill Global Advisors
California
$252K +$6.14K +39 +2%
EWA
1533
EverSource Wealth Advisors
Alabama
$251K +$5.19K +33 +2%
EFG
1534
Everhart Financial Group
Ohio
$249K +$60.9K +387 +30%
BONH
1535
Bank of New Hampshire
New Hampshire
$249K – – –
AL
1536
Aspiriant LLC
California
$248K -$101K -641 -28%
TPW
1537
TL Private Wealth
Texas
$248K – – –
USWIA
1538
UP Strategic Wealth Investment Advisors
Pennsylvania
$248K +$45.6K +290 +21%
HS
1539
Horan Securities
United States
$248K +$157 +1 +0.1%
IAG
1540
Investmark Advisory Group
Connecticut
$246K +$944 +6 +0.4%
CCA
1541
Childress Capital Advisors
Texas
$246K +$4.09K +26 +2%
FC
1542
Fulcrum Capital
Washington
$246K – – –
FWA
1543
FSM Wealth Advisors
Ohio
$246K +$1.26K +8 +0.5%
DACS
1544
Dymon Asia Capital (Singapore)
Singapore
$245K +$261K +1,658 New
BFA
1545
Beaumont Financial Advisors
Massachusetts
$245K -$29.7K -189 -10%
WCWM
1546
Willow Creek Wealth Management
California
$244K -$157 -1 -0.1%
SWM
1547
SilverOak Wealth Management
Minnesota
$244K +$43.1K +274 +20%
MIM
1548
MTM Investment Management
South Carolina
$243K +$157 +1 +0.1%
GMFG
1549
Greater Midwest Financial Group
Minnesota
$242K +$281K +1,785 New
RP
1550
Riverbridge Partners
Minnesota
$242K – – –
60 61
62
63 64